CIK: 0001317588 · Show all filings
Period: Q1 2018 (← Previous) (Next →)
Filing Date: May 15, 2018
Total Value ($000): $638,994 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| CACC | CREDIT ACCEP CORP MICH | 930,000 | $307,281 | 48.1% | $208.95 | +58.6% | COM | 225310101 |
| UNH | UNITEDHEALTH GROUP INC | 805,000 | $172,270 | 27.0% | $201.13 | 0.0% | COM | 91324P102 |
| RNR | RENAISSANCERE HOLDINGS LTD | 625,657 | $86,660 | 13.6% | $88.61 | +46.5% | COM | G7496G103 |
| CVNA | CARVANA CO | 2,500,000 | $57,325 | 9.0% | $13.68 | +46.0% | CL A | 146869102 |
| IBKR | INTERACTIVE BROKERS GROUP IN | 229,899 | $15,458 | 2.4% | $9.82 | +60.3% | COM | 45841N107 |